This Conversation Circle is presented by the Midwest Region.
Join the Midwest Region to develop a playbook on client scam situations - share your and your clients’ experiences, where the risk was, and what was done to mitigate and resolve! Mike Piper will lead the discussion. He recently wrote an article about protecting loved ones from fraud.
Presenter: Mike Piper
Mike Piper is a CPA/PFS in St. Louis, Missouri. He has written several books on tax and retirement planning concepts and regularly publishes articles on his blog at ObliviousInvestor.com. He is also the creator of the Open Social Security calculator. Mike holds two cybersecurity certifications: CompTIA Security+ certification and ISACA Cybersecurity Audit Certificate.
Moderator: Rob Oliver, CFA, CFP®, MBA, Midwest Region Treasurer
Rob Oliver, MBA, CFA, CFP, is an advisor at Oliver Financial Planning, LLC in Ann Arbor, Michigan. He is currently Treasurer of NAPFA's Midwest Region.
Audience: Everyone
As part of our commitment to fostering open and honest dialogue, please be advised that recordings of Conversation Circles are strictly prohibited. This measure is in place to uphold the privacy and comfort of all participants. Additionally, we kindly request that attendees refrain from engaging in sales or promotion of products or services during the session.
Noncompliance with these guidelines may lead to removal from the session and from future NAPFA programs. Your cooperation in creating a respectful and conducive environment for discussion is greatly appreciated.